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Financials

Financials4 min read

Identifying Blind Spots in Banking, Part 1: UBS and CS

UBS Acquires Credit Suisse AlphaSense hosted a webcast last Friday featuring Marc Rubenstein, author of the excellent Net Interest newsletter...

Financials4 min read

Anticipate Risk in a Post-SVB Market with Stream’s Expert Transc...

Should we have anticipated the collapse of Silicon Valley Bank (SIVB)? Perhaps, according to Marc Rubinstein,[1] “Silicon Valley Bank was...

Financials6 min read

Deal Note: What Story Should SIVB Tell?

Bank runs only exist if you believe in them. In other words, bank runs are narratively driven. Unfortunately that narrative...